{"success":true,"meta":{"generated_at":"2026-09-07T14:10:33.661Z","source":"SEC EDGAR 13F","license":"https://www.sec.gov/about/website-policies"},"data":{"ticker":"ICLN","cusip":"464288224","company_name":"ISHARES TR","url":"https://superinvestorclub.com/stock/ICLN","markdown_url":"https://superinvestorclub.com/stock/ICLN/llm.txt","num_owners":1,"total_value":405354,"total_shares":"019783","owners":[{"manager_id":3283,"manager_name":"Wally Obermeyer","fund_name":"Obermeyer Wealth Partners","shares":"19783","value":405354,"pct_of_portfolio":0.016581964053852365,"period_of_report":"2026-06-30","security_type":"SH","manager_url":"https://superinvestorclub.com/manager/3283"}],"history":[{"period_of_report":"2023-06-30","total_value":427248,"total_shares":"023220","num_owners":1,"managers":[{"manager_id":3283,"manager_name":"Wally Obermeyer","shares":"23220","value":427248,"change_type":"UNCHANGED"}]},{"period_of_report":"2023-09-30","total_value":347517,"total_shares":"023770","num_owners":1,"managers":[{"manager_id":3283,"manager_name":"Wally Obermeyer","shares":"23770","value":347517,"change_type":"INCREASED"}]},{"period_of_report":"2023-12-31","total_value":370099,"total_shares":"023770","num_owners":1,"managers":[{"manager_id":3283,"manager_name":"Wally Obermeyer","shares":"23770","value":370099,"change_type":"UNCHANGED"}]},{"period_of_report":"2024-03-31","total_value":332305,"total_shares":"023770","num_owners":1,"managers":[{"manager_id":3283,"manager_name":"Wally Obermeyer","shares":"23770","value":332305,"change_type":"UNCHANGED"}]},{"period_of_report":"2024-06-30","total_value":316616,"total_shares":"023770","num_owners":1,"managers":[{"manager_id":3283,"manager_name":"Wally Obermeyer","shares":"23770","value":316616,"change_type":"UNCHANGED"}]},{"period_of_report":"2024-09-30","total_value":349181,"total_shares":"023770","num_owners":1,"managers":[{"manager_id":3283,"manager_name":"Wally Obermeyer","shares":"23770","value":349181,"change_type":"UNCHANGED"}]},{"period_of_report":"2024-12-31","total_value":221671,"total_shares":"019479","num_owners":1,"managers":[{"manager_id":3283,"manager_name":"Wally Obermeyer","shares":"19479","value":221671,"change_type":"REDUCED"}]},{"period_of_report":"2025-03-31","total_value":233196,"total_shares":"020420","num_owners":1,"managers":[{"manager_id":3283,"manager_name":"Wally Obermeyer","shares":"20420","value":233196,"change_type":"INCREASED"}]},{"period_of_report":"2025-06-30","total_value":267706,"total_shares":"020420","num_owners":1,"managers":[{"manager_id":3283,"manager_name":"Wally Obermeyer","shares":"20420","value":267706,"change_type":"UNCHANGED"}]},{"period_of_report":"2025-09-30","total_value":312665,"total_shares":"020198","num_owners":1,"managers":[{"manager_id":3283,"manager_name":"Wally Obermeyer","shares":"20198","value":312665,"change_type":"REDUCED"}]},{"period_of_report":"2025-12-31","total_value":331853,"total_shares":"020198","num_owners":1,"managers":[{"manager_id":3283,"manager_name":"Wally Obermeyer","shares":"20198","value":331853,"change_type":"UNCHANGED"}]},{"period_of_report":"2026-03-31","total_value":369421,"total_shares":"020198","num_owners":1,"managers":[{"manager_id":3283,"manager_name":"Wally Obermeyer","shares":"20198","value":369421,"change_type":"UNCHANGED"}]}]}}